OM Apex Investment Service

We are looking for a Sales & Relationship Executive to join our team and support our Mutual Fund Distribution business. Key Responsibilities: Engage and maintain relationships with individual and corporate clients. Promote and sell SEBI-regulated financial products , including Mutual Funds, PMS, AIFs, SIFs, and Insurance solutions. Assist clients in understanding investment options and tracking their portfolios. Generate leads, follow up with prospects, and ensure excellent client service. Maintain records of client interactions and update CRM systems. Required Skills & Qualifications: Knowledge or willingness to learn about SEBI-regulated products and investment fundamentals. Strong communication, relationship-building, and negotiation skills . Proactive, target-driven, and client-focused mindset. SEBI / Mutual Fund Distributor certification preferred.(optional) Basic proficiency in MS Office and CRM tools . What We Offer: Work with a trusted, legacy-backed financial services firm . Exposure to a wide range of SEBI-compliant investment products . Competitive incentive-based compensation and career growth opportunities.